MEMBERSHIP

The future of financial planning, built around you.

At Legacy Growth Wealth Management, we believe you deserve more value for less cost. Our membership model delivers just that — with flexible month-to-month plans and regular check-ins to keep your goals on track.

Let’s create a financial strategy that truly puts you first and supports the life you want to live.

TWO PLANS TAILORED TO YOUR NEEDS

At Legacy Growth Wealth Management, we believe in keeping things simple and transparent. Our straightforward, flat monthly fee structure ensures you always know exactly what you're getting—and what you're paying for. For most clients, it’s significantly less than what traditional advisors take, yet delivers far more in service and personal attention.

Personal

$250/m

  • A comprehensive financial plan made for your goals and values 

  • On going support to keep you on track and your plan updated as life changes (quarterly meetings)

  • Access to fintech software that allows you to see a clear picture of your finances with a comprehensive budgeting tool. 

  • Forward thinking tax planning

  • Free Will and Estate Plan 

  • Protective strategies to safeguard your assets and secure your family's financial future.

*Investment management is not included in the monthly fee. If you choose to invest with us, we charge a simple all-inclusive investment management fee of 0.85%-0.95% that depends on the amount you invest with us.(This is called a “wrap fee”). We pay all trading fees, commissions, and platform fees.

business

$400/m

  • Everything that is included in the personal membership

  • Maximize retirement planning opportunities unique to business owners 

  • Strategies to minimize taxes 

  • How to work on the business, not in the business 

  • Helping you understand your numbers and how to use them 

  • Create an exit strategy

  • Create a business strategy plan 

© 2025 Legacy Growth Wealth Managment - All Rights Reserved

Privacy-Policy